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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27,857 |
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,712 | $50,947-45.6% | $74,551-62.8% | $64,173-56.8% |
| Participation rate | 85.3% | 61.1%+24.2pp | 69.1%+16.1pp | 69.6%+15.7pp |
| Annual return | -6.15% | -1.85%-4.3pp | 32.53%-38.7pp | 7.63%-13.8pp |
| Employer contribution / active EE | $0 | $1,115-100.0% | $1,961-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,344 | $2,302+1.9% | $3,108-24.6% | $3,470-32.4% |
| Admin fee / account holder | $240 | $4,221-94.3% | $5,059-95.3% | $4,887-95.1% |